Lee J. Caleshu
Corporate Officer/Principal at Dynamic Alternatives Fund
Network origin in Lee J. Caleshu first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Tulane University (Louisiana)
146
| College/University | Other Consumer Services | 146 |
Dynamic Alternatives Fund
 Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Dynamic Alternatives Fund engages in the investment in a range of portfolio fund strategies within the hedge, private equity, and private real estate investment fund asset classes. The company was founded on March 24, 2021 and is headquartered in Columbus, OH.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lee J. Caleshu via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Vanderbilt University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Johnson Rice & Co. LLC
 Johnson Rice & Co. LLC Investment Banks/BrokersFinance Founded in 1987, Johnson Rice & Co. LLC is an institutional research and brokerage firm located in New Orleans, Louisiana. In 1991, the firm began offering investment banking services. Johnson Rice & Co. focuses primarily on the energy and specialty retail sectors | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Institutional Sales Institutional Sales | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| George Washington University | College/University | Doctorate Degree Graduate Degree Masters Business Admin | |
| A.B. Freeman School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
| Indiana University | College/University | Graduate Degree Graduate Degree | |
| University of California, Davis | College/University | Masters Business Admin Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Notre Dame | College/University | Director/Board Member Undergraduate Degree | |
| Louisiana State University | College/University | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Brown Capital Management LLC
 Brown Capital Management LLC Investment ManagersFinance Brown Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded by Eddie C. Brown in 1983 and is solely owned by Brown Capital Management Holdings, Inc., which is owned by Brown Capital Management Esop Trust. BCM provides professional investment management services to institutions and individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
New Orleans Chamber of Commerce
 New Orleans Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The New Orleans Chamber of Commerce is an organization that helps businesses and individuals in the LA area find each other. The non-profit company is based in New Orleans, LA. The company's website offers local deals and serves as a directory for members and businesses. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman | |
Hamilton Capital Management, Inc.
 Hamilton Capital Management, Inc. Investment ManagersFinance Hamilton Capital Management, Inc. (Hamilton Capital) is an independent, SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded by R. Matthew Hamilton in 1997. Hamilton Capital provides investment management services to corporations, public and private foundations, charitable trusts, endowments and qualified retirement plans. | Investment Managers | Chief Investment Officer Head-Equity Investments | |
| University of Connecticut | College/University | Masters Business Admin Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Capital One Securities, Inc.
 Capital One Securities, Inc. Investment Banks/BrokersFinance Founded in 1990, Capital One Southcoast, Inc., formerly Hibernia Southcoast Capital, is a full-service investment banking firm and broker/dealer located in New Orleans, Louisiana with an additional office in Houston, Texas. The firm is a subsidiary of Capital One Financial Corp. (NYSE: COF). They are provide corporate finance, equity research, institutional equity sales and trading services to private and mid-market public companies. The firm offers broad coverage of over 1,000 domestic and foreign institutional accounts for mutual funds, pension funds, hedge funds, insurance firms and other institutional investors. Capital One Southcoast's analysts provide coverage across the energy sector including energy infrastructure, oilfield services and oil & gas exploration and production. | Investment Banks/Brokers | Chief Executive Officer Market Strategist | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Business Council of New Orleans & the River Region | Corporate Officer/Principal Chairman | ||
Deutsche Bank Alex. Brown, Inc.
 Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
| American Medical Group Foundation | Director/Board Member | ||
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Doctorate Degree | |
Sentinel Assurance RRG, Inc.
 Sentinel Assurance RRG, Inc. Multi-Line InsuranceFinance Sentinel Assurance RRG, Inc. provides insurance services. The private company is based in Honolulu, HI. | Multi-Line Insurance | Chairman | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Analyst-Equity | |
Private Healthcare Systems, Inc.
 Private Healthcare Systems, Inc. Medical/Nursing ServicesHealth Services Private Healthcare Systems, Inc. provides health care cost management services. The company provides its services to include self-insured employers, third-party administrators, Taft Hartley Funds, insurance companies and managed care organizations. It meets strategic, financial and quality needs of health care purchasers through care management services. The company was founded in 1985 and is headquartered in Waltham, MA. | Medical/Nursing Services | Corporate Officer/Principal | |
| The University of Nottingham | College/University | Undergraduate Degree | |
| Council of Accountable Physician Practices | Director/Board Member | ||
| Clinitech Information Resources LLC | Director/Board Member | ||
American Lifecare, Inc.
 American Lifecare, Inc. Insurance Brokers/ServicesFinance American LIFECARE, Inc. engages in the provision of managed healthcare services. The company was founded on October 5, 1984 and is headquartered in Baton Rouge, LA. | Insurance Brokers/Services | President | |
Future Factory LLC
 Future Factory LLC Investment ManagersFinance Future Factory LLC (Future Factory) is an private equity & venture capital firm founded in 2004 by Ed Michael Reggie. The firm is headquartered in New Orleans, Louisiana. | Investment Managers | Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree | |
American Medical Group Association
 American Medical Group Association Medical/Nursing ServicesHealth Services American Medical Group Association (AMGA) is a trade association that represents multispecialty medical groups and integrated systems of care. The non-profit company is based in Alexandria, VA and has subsidiaries in the United States. The company provides learning vehicles for sharing healthcare best practices in managing patients with chronic diseases. AMGA advocates, educates, innovates, and empowers its members to transform healthcare in the United States. The company was founded in 1950, and the CEO is Jerry Penso. | Medical/Nursing Services | Director/Board Member | |
Nationwide Financial Services, Inc.
 Nationwide Financial Services, Inc. Life/Health InsuranceFinance Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH. | Life/Health Insurance | Chief Tech/Sci/R&D Officer | |
Huntington National Bank (Investment Management)
 Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Investment Managers | Corporate Officer/Principal | |
GuideStar Clinical Trials Management LLC
 GuideStar Clinical Trials Management LLC Miscellaneous Commercial ServicesCommercial Services GuideStar Clinical Trials Management LLC provides administrative support services for hospitals, health systems, academic medical centers and physician practices. Its services include comprehensive site evaluation, resource services, audits, assessment and support. The company is headquartered in Deerfield, IL. | Miscellaneous Commercial Services | Chief Executive Officer | |
Calvert Research & Management
 Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
| United States | 48 |
| France | 2 |
| Belgium | 2 |
| United Kingdom | 2 |
Sectoral
| Finance | 21 |
| Consumer Services | 18 |
| Commercial Services | 7 |
| Health Services | 3 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 157 |
| Director/Board Member | 122 |
| Undergraduate Degree | 91 |
| Masters Business Admin | 50 |
| Graduate Degree | 47 |
Most connected contacts
| Insiders | |
|---|---|
| Brian Goldberg | 32 |
| Scott Cowen | 26 |
| María Lorena Gutiérrez Botero | 23 |
| John Koerner | 22 |
| Michael Livaudais LeBourgeois | 18 |
| Dan Collin | 15 |
| Xin Hui | 14 |
| Scott M. Pinsonnault | 14 |
| D. Poag | 11 |
| Karen Howland | 10 |
| Josh R. Klinefelter | 10 |
| Al Williams | 9 |
| Katherine Hargis | 9 |
| Albert W. Fisk | 9 |
| David Olk | 9 |
- Stock Market
- Insiders
- Lee J. Caleshu
- Company connections
